AEGON ASSET MANAGEMENT UK Plc Raises Position in Palantir Technologies Inc. $PLTR

AEGON ASSET MANAGEMENT UK Plc lifted its holdings in Palantir Technologies Inc. (NASDAQ:PLTR) by 45.4% in the first quarter, Holdings Channel reports. The firm owned 310,053 shares of the company’s stock after buying an additional 96,880 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in Palantir Technologies were worth $45,342,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. BlueSky Wealth Advisors LLC acquired a new position in Palantir Technologies during the 1st quarter valued at about $258,000. Uhlmann Price Securities LLC raised its stake in Palantir Technologies by 4.4% in the first quarter. Uhlmann Price Securities LLC now owns 9,187 shares of the company’s stock valued at $1,345,000 after buying an additional 388 shares during the last quarter. Lexington Hill Partners LLC boosted its holdings in Palantir Technologies by 2.0% in the first quarter. Lexington Hill Partners LLC now owns 9,186 shares of the company’s stock worth $1,344,000 after acquiring an additional 180 shares in the last quarter. Diversified Trust Co boosted its holdings in Palantir Technologies by 2.8% in the first quarter. Diversified Trust Co now owns 44,263 shares of the company’s stock worth $6,475,000 after acquiring an additional 1,212 shares in the last quarter. Finally, Thompson Davis & CO. Inc. boosted its holdings in Palantir Technologies by 45.6% in the first quarter. Thompson Davis & CO. Inc. now owns 2,188 shares of the company’s stock worth $320,000 after acquiring an additional 685 shares in the last quarter. 45.65% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on PLTR shares. Weiss Ratings downgraded shares of Palantir Technologies from a “hold (c+)” rating to a “hold (c)” rating in a report on Monday, April 27th. Royal Bank Of Canada reaffirmed an “underperform” rating and issued a $90.00 price objective on shares of Palantir Technologies in a research report on Tuesday, May 5th. DA Davidson lowered their target price on shares of Palantir Technologies from $180.00 to $165.00 and set a “neutral” rating for the company in a research note on Tuesday, May 5th. Wolfe Research raised shares of Palantir Technologies from an “underperform” rating to a “peer perform” rating in a research report on Tuesday. Finally, Oppenheimer assumed coverage on shares of Palantir Technologies in a research note on Thursday, April 30th. They set an “outperform” rating and a $200.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $192.76.

Insider Activity

In related news, Director Lauren Elaina Friedman Stat sold 1,598 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $160.00, for a total value of $255,680.00. Following the transaction, the director owned 55,022 shares in the company, valued at approximately $8,803,520. This represents a 2.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Shyam Sankar sold 165,514 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $136.04, for a total transaction of $22,516,524.56. Following the transaction, the insider directly owned 642,786 shares of the company’s stock, valued at $87,444,607.44. This represents a 20.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 927,270 shares of company stock valued at $126,197,785. 9.53% of the stock is owned by insiders.

Trending Headlines about Palantir Technologies

Here are the key news stories impacting Palantir Technologies this week:

• Positive Sentiment: Analysts and commentators said Palantir’s commercial growth remains explosive, with Q1 revenue up 85% and some price targets implying substantial upside from current levels. Palantir’s (PLTR) Explosive Commercial Growth Could Send the Stock Back to $200
• Positive Sentiment: Palantir’s Google Cloud partnership is seen as a major catalyst because it expands distribution and could accelerate adoption of its AIP and Foundry platforms across enterprise customers. Why Palantir’s Google Cloud Deal Could Change the Debate
• Positive Sentiment: More coverage pointed to Palantir as a leading applied-AI company, with its platform, ontology, and forward-deployed engineers supporting continued commercial momentum. Is Palantir Technologies Inc. (PLTR) Becoming the Face of Applied Enterprise AI?
• Neutral Sentiment: News that Oligo Security entered Palantir’s FedStart compliance network adds to the federal AI cybersecurity story, but the immediate financial impact appears limited for now. Palantir (PLTR) Brings Oligo Security Into FedStart For Federal AI Cybersecurity
• Negative Sentiment: Bearish coverage continued to focus on valuation, with some articles noting the stock’s sharp year-to-date decline and investor concern that expectations may still be too high. Palantir Stock Is Down 27% in 2026. Is the Dip a Buying Opportunity?
• Negative Sentiment: There was also fresh attention on insider selling and technical weakness, which may be contributing to pressure on the shares despite the strong operating backdrop. Monster insider trading alert for Palantir (PLTR) stock

Palantir Technologies Stock Performance

Shares of PLTR opened at $128.47 on Friday. The stock has a 50-day moving average of $137.94 and a two-hundred day moving average of $152.57. Palantir Technologies Inc. has a one year low of $122.68 and a one year high of $207.52. The stock has a market cap of $307.98 billion, a P/E ratio of 144.35, a P/E/G ratio of 2.04 and a beta of 1.53.

Palantir Technologies (NASDAQ:PLTR) last posted its quarterly earnings results on Monday, May 4th. The company reported $0.33 earnings per share for the quarter, beating the consensus estimate of $0.28 by $0.05. The business had revenue of $1.63 billion for the quarter, compared to the consensus estimate of $1.54 billion. Palantir Technologies had a return on equity of 28.34% and a net margin of 43.67%.The company’s quarterly revenue was up 84.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.13 EPS. Analysts predict that Palantir Technologies Inc. will post 1.18 EPS for the current fiscal year.

About Palantir Technologies

Palantir Technologies is a software company that develops data integration, analytics and operational decision-making platforms for government and commercial customers. Founded in 2003 by a team that included Alex Karp and Peter Thiel, Palantir has grown into a provider of enterprise-scale software designed to help organizations integrate disparate data sources, build analytic models and drive operational workflows. The company went public in 2020 and continues to position its products around large, complex data projects where security, provenance and real-time collaboration are important.

Palantir’s product portfolio centers on a small number of core platforms.